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RBA Wealth Management, LLC

SEC CIK
0001776296
Latest filing
Jul 23, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by RBA Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of RJF by RBA Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,253−100.0%Sold outHolders
Q4 20251,253$201.2K0.1%−202−13.9%ReducedHolders
Q3 20251,455$251.1K0.1%−68−4.5%ReducedHolders
Q2 20251,523$233.5K0.1%−44−2.8%ReducedHolders
Q1 20251,567$217.7K0.1%00.0%UnchangedHolders
Q4 20241,567$243.4K0.1%+1,567NewHolders
Q3 20240$00.0%−1,788−100.0%Sold outHolders
Q2 20241,788$221.0K0.1%−17−0.9%ReducedHolders
Q1 20241,805$231.8K0.1%−310−14.7%ReducedHolders
Q4 20232,115$235.8K0.1%−154−6.8%ReducedHolders
Q3 20232,269$227.9K0.1%−215−8.7%ReducedHolders
Q2 20232,484$257.8K0.1%−15−0.6%ReducedHolders
Q1 20232,499$233.1K0.1%−11−0.4%ReducedHolders
Q4 20222,510$268.2K0.1%−505−16.7%ReducedHolders
Q3 20223,015$298.0K0.2%−390−11.5%ReducedHolders
Q2 20223,405$304.0K0.2%−543−13.8%ReducedHolders
Q1 20223,948$434.0K0.2%−1,936−32.9%ReducedHolders
Q4 20215,884$591.0K0.3%+5,884NewHolders